The Gild Group

💛 This 'finger heart' gesture originated in South Korea as a symbol of love and affection. It’s a small but powerful way to show care and connection.

We believe in fostering a culture where our employees bring that same passion and care to their work, their teammates and their clients. When people truly care about what they do, it’s felt in every interaction, every project, and every solution.

Stay passionate and don't stop caring about the connections you create.

Laying the Foundation for Success! 🏗️

David Lovato, Managing Director at CPC Development Lending Solutions, knows that building a thriving business starts with a solid foundation. By partnering with The Gild Group, David's been able to focus on strategic growth, while we handle core functions with our integrated services—from CFO and legal to insurance.

Thanks for the kind words David…

The SaaS (Software as a Service) industry has grown significantly, transforming how businesses operate and compete. This means, building and scaling a successful SaaS business is a complex process demanding a strategic and holistic approach to management.

From early-stage startups focused on product development and market validation to mature companies aiming for sustained growth, the challenges evolve.
Effectively managing a SaaS business requires a delicate interplay of various functions:
+ financial business management support
+ sales & marketing
+ finance
+ HR
+ legal
+ R&D

Catherine Alcock, Client Manager - Gild Business Management, has written about the intricacies of SaaS business management, exploring the key stages of a SaaS company’s lifecycle and the core business functions that drive growth.

Understanding the challenges and opportunities at each stage allows you to develop a powerful strategy to build a thriving SaaS business.

https://thegildgroup.com/beyond-the-software-the-business-of-saas/?utm_content=sked_66c2b31594d2eb2a9aa5edfd&utm_medium=social&utm_name=sked&utm_source=facebook

Why does the thought of doing your tax return have to be boring or scary?
The reality is, with the right people in your corner it's an opportunity to get some $ back in your pocket and explore what else you could be doing to make the most of what's available.

What you should get from a good Accountant:
💲 Experience and trust
💲 The process should be easy and efficient
💲 Have things explained in simple terms
💲 A holistic approach that can guide you on finance, wealth management and insurance.

If that sounds good, click the link to get started:

https://wyxu0xm0b36.typeform.com/to/tS1WzPpy?utm_source= # # &utm_medium= # # &utm_campaign= # # &utm_term= # # &utm_content= # # &typeform-source=statics.teams.cdn.office.net

A combination of factors drove a spike in volatility and a strong drawdown in equities this last year. So, what does this mean?

Here's a breakdown of how the data can help you navigate this ever-changing landscape.

https://thegildgroup.com/when-volatility-comes-to-town-dgp/?utm_content=sked_66bc3cc7eff6dcf5d17ddfcb&utm_medium=social&utm_name=sked&utm_source=facebook

Paul, Brenton, Tamara and Josh ventured across the seas to connect with our esteemed Manila Philippine colleagues to strategise and do some hard work together. But, of course, they also enjoyed the karaoke, eating, laughing and getting their glam rock costumes on at the 6th anniversary Intogreat Solutions party. 🤩

The success of a healthcare business relies heavily on the finer details.

Whilst you focus on the details of your patient and client care, we get into the nitty-gritty details of your business financials sorted.

Find out the benefits of Gild Business Management or a Virtual CFO services below:

https://thegildgroup.com/heathcare-virtual-cfo-business-management/?utm_content=sked_66b597a82ffc391055f9e594&utm_medium=social&utm_name=sked&utm_source=facebook

Meet the fab team members who truly reflect our Gild values!

Congrats to our peer-to-peer Gildies award winners for the last quarter:
😀 Mary Joy Tancioco - Positive Glow
😀 Cloe Smith-Storer - We Elevate & Positive Glow
😀 Amanda Gleeson - Superhero Communication & We Simplify
😀 Ana Padaca - Positive Glow and We Elevate
😀 Darren McKenzie - We Live Our Lives

🤩 Overall Winner: Ana Padaca

There's many more that got nominated for reflecting our values, so we are really proud of everyone!

What is the true value of financial freedom? If it drives your relentless effort and the sacrifices you make, then surely, it's worth seeking the wisdom that turns toil into triumph.

Meet Joe, a testament to the harmony of hard work and sage counsel.

In this candid snap, Joe basks in the rewards of perseverance and guidance well met.

Thanks for rubbing it in Joe 😉

Forward Fest - Thriving in Paradise!

Tamara Cross and Matthew Grigg got the opportunity to speak with businesses, experts, industry specialists about forward-looking strategies and how the Sunshine Coast region can better leverage talent, technology and innovation.

Tamara said: "It was incredible to see this event in our region. We attracted some incredible speakers and exhibitions, plus the meet and greet opportunities were endless."

https://forwardfest.co/

Forward Fest

July... where did it go?
Here's a few happy snaps from some of our July morning teas!

Pretty stoked to see our brand ad featured in "The Best Ads on TV"!

They wrote:

"Who said accountants can’t be rock stars? The Gild Group are a professional services firm that look after the accounting, wealth management, insurance, legals, strategy and marketing for rock stars, pro athletes, biotech researchers, premium builders and some of the coolest hospitality venues and creative agencies in Australia.

Off the back of the successful campaign 'You Do You, We Do Your Money (which picked up a '4 Star work' in Campaign Briefs Agency of the year awards' - 2024) The Gild Group's offering expanded to more that just the solutions above. So, introducing;

You Do You, We Do Everything Else

Supported by print, digital and motion content, the campaign focussed on the true essence of The Gild Group - allowing you to celebrate you, your talents and ventures, and take care of the things that support your vision and aspirations for the future across a larger service offering provided by The Gild Group."

Massive credits to our team The Reactor Kilogram

https://www.bestadsontv.com/ad/165958/The-Gild-Group-You?utm_content=sked_66a86ceefdc35193cb1bd750&utm_medium=social&utm_name=sked&utm_source=facebook

Two of the leading Australian creative industry professional service firms have merged!

We are excited to announce that the legends at Generate, based in Surry Hills Sydney, are joining The Gild fam. Like us, they are creative and entertainment industry specialists that eschew the suits ‘n boots in favour of focussing on being approachable and offering great service with a superior level of communication with their clients.

They will deliver the same high-quality services as before, but now with a huge amount of support at their fingertips from our multidisciplinary offerings to better service their client's needs.

Welcome Ben, Jacqui and the whole Generate team.

The QLD teams had fun sampling the local drop and cuisine at their EOFY events!

The tour:
Sunshine & Sons
Seabourne Distillery
LAND & SEA Brewery
The Ville Resort-Casino

Running a small business can be an incredibly rewarding experience and it’s one that we cherish, however, it can also be lonely and stressful.

With that in mind, we are stoked that the excellent people at Beyond Blue have announced a new program of mental health support directed at, and tailored for, small business owners.

Check out Beyond Blue NewAccess for Small Business Owners here:

https://www.beyondblue.org.au/get-support/newaccess-mental-health-coaching/small-business-owners?utm_content=sked_66948c4830c7441baebe1a59&utm_medium=social&utm_name=sked&utm_source=facebook

Are you feeling overwhelmed with financial decisions?

Here's a couple of situations we encountered recently you might be able to relate to...

Client 1: They'd paid off their mortgage, had surplus income and 'retirement' was 12 years away and they wanted a plan to bridge the gap.

We provided super and investment recommendations that were incorporated into their financial modelling to give them an understanding where they could allocate these funds to meet their retirement goal.

Client 2: 61 and 64 year old clients, both with healthy superannuation balances and planned to retire in 3 years' time - they didn't know what to do.

We put together recommendations to maximise their Centrelink entitlement and were able to position them for full-age pension in the future. We used a recontribution strategy which resulted in them having an additional $120,000 and future-proofed their second generation wealth transfer tax effectively. The strategy was a 3-year plan to get them to these results.

So, wherever you're on your life path, we can help.

🌟 Budgeting for Success: A Guide for Business Owners 🌟

Budgeting is a crucial annual task for every business owner. Scroll through and follow these steps to get a solid budget in place and plan for a successful year ahead!





https://thegildgroup.com/tax/?utm_content=sked_6694866f5d20bcda03b1d3bc&utm_medium=social&utm_name=sked&utm_source=facebook

A little text message goes a long way...

"Dear Wendy,
I wanted to say to you what you do for me is extraordinary. You possibly don’t know how you and your company have made my life so so much easier. I know you will never retire on what you make from me, but what I get from you is gold.
Take Care."

Thank you Jo!

STOP! Don't share your Tax File Number (TFN) over email.

Now, more than ever, it's hard to tell real emails from the scams. Here's a prime example of one that we received recently where the sender is requesting an employees TFN number. Under no circumstances should you share yours or anyone's personal info including TFN over email.

Always verify who you are sharing your personal identification and account information with and make sure there's a genuine reason they require these details.

Here's some more handy tips from the ATO you should read: https://www.ato.gov.au/online-services/scams-cyber-safety-and-identity-protection/protect-your-information/how-to-protect-yourself

We kicked off our new financial year with a bang! 🎇

Ready to boost your financial health? Check out these 5 simple metrics:

1️⃣ Net Worth: Track your assets vs. debts.
2️⃣ Debt-to-Income Ratio: Keep your debts in check.
3️⃣ Savings Rate: Are you saving enough?
4️⃣ Emergency Fund: Have a safety net!
5️⃣ Super Balance: Plan for retirement.

Need personalized advice? Gild Wealth has your back with top-notch financial planning and wealth management!



https://thegildgroup.com/5-simple-metrics-to-gauge-your-financial-health/?utm_content=sked_668c9848fe60635684a8d93b&utm_medium=social&utm_name=sked&utm_source=facebook

The start of the new financial year brings Tax Cuts and other massive changes that could impact you. ➡️

If you need further advice and guidance around tax time, we've got you!

Looking for a fresh new role for the new financial year?

We're currently hiring for the following roles:
> Senior Administrator - Sydney
> Senior Tax Accountant - Melbourne
> Senior Accountant - Mooloolaba

Jump onto Seek to apply: https://www.seek.com.au/the-gild-group-jobs

Or get in touch with our lovely HR team [email protected]

Scott Pantlin, one of our Gild Wealth Financial Advisers, has been helping Rob with his loans and wealth management work.

It was lovely to hear how we've truly helped him to provide support for his family!

Need financial advice? Gild Wealth would love to help.

www.thegildgroup.com/wealth

Tamara and her team celebrated the start of the financial year with a team lunch and reset!

This is just a warm up for the real EOFY celebrations this Friday. Stay tuned for some recaps and photos from our events across the country.